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Showing 41 - 46 of 46 results for %22Personalised Portfolio Service%22

HUB24 wins Sentry mandate

COMPANY RELEASE  |  MONDAY, 12 APR 2010
... and reviewing processes through HUB24 will assist Sentry's planners to guide their clients in a more customised and personalised way than possible previously." The HUB24 UMA will also complement Sentry's other badged platform products and provide the ...

Rainmaker Marketing Excellence Awards 2009

... Finalists Rismark International Shared Equity Investment Product - Riskmark JP Morgan ASX 20+ Series - ANZ AMP Personalised Portfolio - AMP Aberdeen Core Plus Fund - Aberdeen Asset Management Best New Superannuation Product of the Year Winner AXA North ...

Decimal offers $5 financial health check

MICHAEL HOBBS  |  FRIDAY, 5 DEC 2008
... "Think about it as a novel alternative to sending a Season's Greeting card...[Decimal can] provide advisers with personalised, interactive online health check to send to clients and prospects," said Jan Kolbusz, Decimal managing director. He said the ...

AMP launches SMA platform

RUTH LIEW  |  TUESDAY, 22 APR 2008
... clients, in a bid to better manage the direct equities portion of their clients' portfolios. The new Personalised Portfolio service, customised for Hillross, was birthed following extensive research and consultation and will be open to retail investors. ...

Financial Simplicity powers Portfolio Express

... four years ago and specialises in providing services for the managed accounts sector. To date, the group's personalised portfolio modelling solution is used for more than $500 million in managed accounts assets. Michelle Baltazar

AFS renews Oasis contract

CHRIS NICHOLLS  |  MONDAY, 16 JUL 2007
... advisers to their growing national network. "The market for platform services such as ours that can be adapted and personalised continues to grow and is of immense interest to dealer groups interested in developing their own range of products." Daly ...
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